Expertise. Technology. Connection. You deserve the total package.
We’re in this together.
Every Zenith client is as unique as the financial landscape they face. To get you where you want to go, you’ll need more than run-of-the-mill, cookie-cutter solutions. Our team is ready to lend our collective financial experience and technical knowledge to help you reach your destination.
Our approach to wealth management is rooted in a fundamental belief that client success stems from building trusted relationships. When you manage your wealth with Zenith, you can count on our team to provide excellence, experience, and innovative strategies— all with a personal touch.
Client amazement team
Your experience matters. When it comes to expectations, above and beyond is the result we aim for. Our local team is dedicated to delivering you an amazing client experience.
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Jennifer Thompson
Managing Director
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Trish Stark
Managing Director
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Jenifer Warnhoff
Chief Compliance Officer and Relationship Manager
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Andrew Roodveldt
Senior Vice President and Portfolio Manager
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Dan Thompson
President and CEO
Client experience partners
You have a vision for your wealth journey; we can help you get there. Zenith Wealth Advisors teamed up with an independent asset management partner First Ascent to further support your experience.
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Karen Garcia
Chief Operations Officer
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Travis Nelson
Director of Client Service & Operations
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Natalie Dilley
Investment Operations Associate
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Charles Staples
Trader & Analyst
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Mac MacKillop
Director of Advisor Consulting
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Walter Gengarelly
Director of Technology
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Ben Sullivan
Director of Communications
Investment policy partners
With over 150 years of trusted investment experience with First Ascent, your portfolio will be ready to adapt as the world continues to change.
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Scott MacKillop
JD Chief Executive Officer
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Patrick Krulik
CFA Chief Investment Officer
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Geoff Selzer
CFA
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Mary Kathryn Campion
Ph. D, CFA, AIFA
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Shane Morrow
CFP®, CIMA, CAIA, CFA Level II Candidate
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Merrill Stillwell
CFA